Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Upcoming customer events and training
North America
Training series
Building advanced dashboards
Sep
3
Wednesday 3 September, 2025
2:00 PM CDT
Building on session 1, we’ll help take your dashboarding skills to the next level by focusing on layout design for greater impact — highlighting key trends in customer retention, product performance, and sales gaps.
Training series
Budgets & Forecasts 101 – revenue
Sep
5
Friday 5 September, 2025
2:00 PM CDT
Speed up the preparation and sign-off of your revenue budget process.
Training series
Multi-database dashboarding
Sep
17
Wednesday 17 September, 2025
2:00 PM CDT
Build a dashboard that combines data from multiple databases like Sales, Inventory, and CRM together in one powerful view so you can uncover deeper insights.
Training series
Budgets & Forecasts 101 – expenses
Sep
19
Friday 19 September, 2025
2:00 PM CDT
Building on revenue budgeting, it’s time to accurately plan future expenses across the business.
Training series
3-statement budgeting
Oct
3
Friday 3 October, 2025
2:00 PM CDT
Achieve cashflow budgets and forecasts by introducing your balance sheet.
Training series
Sales budgeting
Oct
17
Friday 17 October, 2025
2:00 PM CDT
Create your sales budget for the next 12-months using prior year actuals as a foundation to forecast future performance.
Training series
Tracking performance + re-forecasting
Oct
31
Friday 31 October, 2025
2:00 PM CDT
Building on sales budgeting, it’s time to reforecast your 3-statement budget.
Training series
Demand planning
Nov
14
Friday 14 November, 2025
2:00 PM CST
Make the most of your sales and purchasing data to plan future purchases and stock holdings.
Europe, the Middle East and Africa
Training series
Building advanced dashboards
Sep
3
Wednesday 3 September, 2025
2:00 PM BST
Building on session 1, we’ll help take your dashboarding skills to the next level by focusing on layout design for greater impact — highlighting key trends in customer retention, product performance, and sales gaps.
Training series
Budgets & Forecasts 101 – revenue
Sep
5
Friday 5 September, 2025
2:00 PM BST
Speed up the preparation and sign-off of your revenue budget process.
Training series
Multi-database dashboarding
Sep
17
Wednesday 17 September, 2025
2:00 PM BST
Build a dashboard that combines data from multiple databases like Sales, Inventory, and CRM together in one powerful view so you can uncover deeper insights.
Training series
Budgets & Forecasts 101 – expenses
Sep
19
Friday 19 September, 2025
2:00 PM BST
Building on revenue budgeting, it’s time to accurately plan future expenses across the business.
Training series
3-statement budgeting
Oct
3
Friday 3 October, 2025
2:00 PM BST
Achieve cashflow budgets and forecasts by introducing your balance sheet.
Training series
Sales budgeting
Oct
17
Friday 17 October, 2025
2:00 PM BST
Create your sales budget for the next 12-months using prior year actuals as a foundation to forecast future performance.
Training series
Tracking performance + re-forecasting
Oct
31
Friday 31 October, 2025
2:00 PM GMT
Building on sales budgeting, it’s time to reforecast your 3-statement budget.
Training series
Demand planning
Nov
14
Friday 14 November, 2025
2:00 PM GMT
Make the most of your sales and purchasing data to plan future purchases and stock holdings.
Asia-Pacific
Training series
Building advanced dashboards
Sep
3
Wednesday 3 September, 2025
2:00 PM AEST
Building on session 1, we’ll help take your dashboarding skills to the next level by focusing on layout design for greater impact — highlighting key trends in customer retention, product performance, and sales gaps.
Training series
Budgets & Forecasts 101 – revenue
Sep
5
Friday 5 September, 2025
2:00 PM AEST
Speed up the preparation and sign-off of your revenue budget process.
Training series
Multi-database dashboarding
Sep
17
Wednesday 17 September, 2025
2:00 PM AEST
Build a dashboard that combines data from multiple databases like Sales, Inventory, and CRM together in one powerful view so you can uncover deeper insights.
Training series
Budgets & Forecasts 101 – expenses
Sep
19
Friday 19 September, 2025
2:00 PM AEST
Building on revenue budgeting, it’s time to accurately plan future expenses across the business.
Training series
3-statement budgeting
Oct
3
Friday 3 October, 2025
2:00 PM AEST
Achieve cashflow budgets and forecasts by introducing your balance sheet.
Training series
Sales budgeting
Oct
17
Friday 17 October, 2025
2:00 PM AEDT
Create your sales budget for the next 12-months using prior year actuals as a foundation to forecast future performance.
Training series
Tracking performance + re-forecasting
Oct
31
Friday 31 October, 2025
2:00 PM AEDT
Building on sales budgeting, it’s time to reforecast your 3-statement budget.
Training series
Demand planning
Nov
14
Friday 14 November, 2025
2:00 PM AEDT
Make the most of your sales and purchasing data to plan future purchases and stock holdings.
